Expert Insights

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Secure Act 2.0 – 3 Take-Aways
Secure Act 2.0 was signed into law on December 29th, 2022. Of the 92 provisions...

Pro-Tip: Maximize Retirement Contributions

Pro-Tip: Tax-Efficient Portfolios

Pro-Tip: Roth-IRA Conversions

Pro-Tip: Tax-Loss Harvesting

Market Updates

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Virtus Capital – Market Insights – 3Q, 2022
High Inflation Drives Positive Stock-Bond Correlations – The negative correlation between stocks and U.S. treasuries...

Virtus Capital – Market Insights – 2Q, 2022

Pullbacks, Corrections, and Bear Markets

Stocks Take Another Dip

Virtus Capital – Market Insights – 1Q, 2022

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